Data and Client Support Specialist

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 900 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

HdL team members individually and collectively aspire to the following core values:

• Deliver Excellence In Everything We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.
• Do The Right Thing We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.
• Foster Relationships We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.
• Give Generously We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development and support charitable community organizations.
• Enjoy The Journey We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.
• Be Authentic, Grateful, and Humble We are thankful for the success we have achieved individually and as a company and never take it for granted.

We offer a flexible work environment that allows our employees to collaborate across offices and remote teams. All new hires must complete an introductory period after which 2 days per week are required in the office, other days may be remote. This role is based in our Brea, CA location.

• Analyze sales and use tax data to identify aberrations and potential causes and implications
• Cross-reference account data to confirm location address and type of business from a variety of sources (including corporate websites, Yelp, Google Earth, etc.).
• Create geo‑targeted area for an agency based on client address boundaries or shape files.
• While keeping track of specific client report requests, prepare and print report packets for quarterly client meetings utilizing our proprietary software
• Test software enhancements

• Working knowledge of MS Office, with strong Excel skills
• Enjoy working with numbers
• Strong organizational skills in managing multiple tasks
• Strong interpersonal and communications skills
• Follow standardized processes
• Efficiently work independently, with high attention to detail, thoroughness and accuracy

The starting base salary for this Brea, CA position is expected to be between $20.54 and $23.62 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job‑related factors, consistent with applicable law.

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